Wealthspire Advisors (Maryland)’s Service Corp International SCI Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio SCI Stock Details SCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-1,259	Closed	-$51K	–	1719
2019 Q1	$51K	Buy	1,259 +685	+119%	+$28.6K	﹤0.01%	886
2018 Q4	$23K	Buy	574 +74	+15%	+$3.21K	﹤0.01%	1152
2018 Q3	$22K	Sell	500 -170	-25%	-$6.86K	﹤0.01%	1275
2018 Q2	$24K	Sell	670 -20	-3%	-$741	﹤0.01%	1244
2018 Q1	$26K	Sell	690 -172	-20%	-$6.61K	﹤0.01%	1211
2017 Q4	$32K	Sell	862 -94	-10%	-$3.36K	﹤0.01%	1168
2017 Q3	$33K	Sell	956 -184	-16%	-$6.38K	﹤0.01%	1117
2017 Q2	$38K	Buy	1,140 +31	+3%	+$988	﹤0.01%	1042
2017 Q1	$34K	Buy	1,109 +468	+73%	+$14.1K	﹤0.01%	920
2016 Q4	$18K	Buy	641 +177	+38%	+$4.72K	﹤0.01%	1056
2016 Q3	$12K	Hold	464	–	–	﹤0.01%	1204
2016 Q2	$13K	Hold	464	–	–	﹤0.01%	1139
2016 Q1	$11K	Hold	464	–	–	﹤0.01%	1165
2015 Q4	$12K	Buy	+464	New	+$12.7K	﹤0.01%	1152

Other funds holding SCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s SCI Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Service Corp International (SCI) in Q2 2019, closing a stake of 1,259 shares — an estimated $51K sold.

Wealthspire Advisors (Maryland) first reported a position in SCI in Q4 2015 and held it in 14 quarters. The position peaked at $51K in Q1 2019. 366 funds tracked by Wall St. Rank hold SCI as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Service Corp International position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 1,259 Service Corp International shares in Q2 2019, an estimated $51K.
Wealthspire Advisors (Maryland) first reported a position in Service Corp International in Q4 2015 and held it in 14 quarters.
Wealthspire Advisors (Maryland)'s Service Corp International position peaked at $51K in Q1 2019.
366 funds tracked by Wall St. Rank held Service Corp International as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.